How can data support Consumer Duty compliance?

We build governed dashboards that track client outcomes, flag risks, and surface fairness indicators making it easier to evidence compliance and act with transparency.

Can you help with migration from legacy systems?

Yes, we’ve migrated wealth firms from ageing platforms to cloud-native environments, improving reporting speed, auditability and automation.

What KPIs can we track?

Anything from AUM and inflows to unbilled time, fees collected, client retention or adviser performance customised to your model.

Data & Insight Solutions for Wealth and Investment Management

Unlock smarter returns with modern data and reporting.

From tighter regulation to shifting client expectations and legacy systems, firms need better visibility and faster insight.

We help investment businesses modernise how they manage, report and act on data, enabling smarter decisions, stronger client experiences and long-term performance.

Whether you’re building a data strategy, migrating from outdated platforms or improving reporting accuracy, we deliver practical solutions at pace. Ensure your data becomes a growth lever, not a burden.

Data Strategy for Growth

We align every part of the data ecosystem to commercial outcomes.

From defining KPIs to embedding change across people, processes and technology, We’ve helped wealth firms create data strategies that drive clarity, speed and confidence ensuring data works across the business, not just in reports.

Cloud Reporting & Analytics

Legacy platforms slow down insight.

Modernise reporting with cloud-native solutions removing barriers to customisation, accuracy and security. Our analytics platforms provide clear, real-time data that helps investment professionals track KPIs, evaluate performance, and support clients with up-to-date insight.

Legacy Migration at Pace

We guide firms through complex migrations!

Moving away from outdated systems and building future-ready data estates, our approach reduces risk, accelerates delivery and ensures data quality from day one, ensuring automated reporting on top of new platforms, so you realise value faster.

Regulatory-Ready Reporting

We help you meet regulatory expectations with clear, transparent and auditable reporting.

Whether you’re aligning with Consumer Duty or improving internal MI, we embed data quality, lineage and automation into every layer giving compliance teams and leadership full visibility and control.

Insight is everything.

We help investment and wealth managers replace siloed data and manual reporting with trusted, automated solutions.

From surfacing £80m in FUM at Succession Wealth to improving boardroom decision-making with real-time dashboards across wealth businesses, we focus on what matters: value, visibility and speed. Our clients gain faster access to accurate data, stronger performance tracking, and leaner operations.

Whether you’re enabling client reporting, transforming data architecture or building data strategy from scratch – we help with it all

Real clients. Real results.

Explore our case studies to see how we’ve delivered strategies and solutions across industries – tackling challenges, enabling transformation, and proving what’s possible when it’s data by design.

Succession Wealth

Data Warehousing: Automated manual reporting, surfaced £80m FUM, improved data quality, and enabled faster, more accurate decision-making with Azure Data Lake and Warehouse.

St. James’s Place

Data Warehousing: Enabled migration of £69bn assets to new systems, improving warehouse visibility, reporting depth, and performance while supporting faster, insight-driven decision-making.

Private Bank

Data Strategy: Delivered 18-month transformation roadmap, target architecture, and operating model following discovery assessment across 15 business areas, enabling strategic growth.

EXPLORE OUR CASE STUDIES

Your questions, Answered.

How can data support Consumer Duty compliance?
We build governed dashboards that track client outcomes, flag risks, and surface fairness indicators making it easier to evidence compliance and act with transparency.
Can you help with migration from legacy systems?
Yes, we’ve migrated wealth firms from ageing platforms to cloud-native environments, improving reporting speed, auditability and automation.
What KPIs can we track?
Anything from AUM and inflows to unbilled time, fees collected, client retention or adviser performance customised to your model.

Talent as a Service is at the heart of how we work.

Great outcomes don’t just come from platforms, they come from people.

Our certified experts bring the real-world experience, technical excellence and delivery mindset needed to make data and AI work for your business. Backed by proven credentials and a high-performing community, our people and their skills and imagination are your unfair advantage!

MEET OUR PEOPLE

our wealth management data expert

Paul Aspden

Client Director, Banking

All set to make your data AI-ready?

In one conversation, we’ll explore your challenges, share ideas, and leave you with clear next steps – questions to spark internal discussions and practical ways to progress your data and AI journey with confidence.

Let’s talk

Victoria Whittaker

Head of Business Development

CALL US ON 0800 130 3656 TALK TO US